Global Deep Value Investor
For Investors interested in emerging market real estate working with local sponsors currently executing high risk adjusted return strategies:
Brazil and the Creation of a Natural Currency Hedge
“Brazil is a complex country, not a country for beginners.” – Tom Jobim Long-term global investors that choose to invest in Brazil understand Tom Jobin’s quote quite well. These investors have gained expertise, built teams on the ground, and have made money. They may...
A Message from Captain Obvious — “A very slow-witted individual who states the most obvious thing”
Sometimes, something is so obvious that it fails to be noticed. In this newsletter, we explore why investing in Brazil Farm Finance makes sense due to the importance of agriculture in Brazil, dollar-based transactions (no currency risk), and partnering with the right team to execute.
Endurance and Resilience – Not Just For Athletes
An investment makes a ton of sense at the time, but circumstances change drastically. Sound familiar? In this newsletter, we explore a real-world example of this in Brazil, where a perfect storm of bad events doomed a solid investment. Our protagonist’s pure perseverance turned things around in this inspiring story of success against all odds.
Brazil, Chile, and The Search for a Latin American Oasis
With Chile sieged by protests, does a Latin American Oasis still exist? Could it have moved next door to Brazil? While perhaps not an obvious oasis at first glance, Brazil is early enough in its economic recovery that it just may be an oasis for global opportunistic investors.
The Constitution, Checklists, and Leadership of the Free World
What type of leader is necessary to lead free world economies in this day and age? Could a checklist of qualifications for leaders help ensure the success of the democratic capitalistic model?
No S#*! Sherlock – Solar Energy in Brazil
You don’t need to be a detective to know that Brazil is a sunny place! In this newsletter, we examine the factors that make solar energy in Brazil an opportunistic investment strategy for global investors at this time in Brazil’s economic cycle.
Brazil’s Economy – Stuck or The Next Chapter?
Six months into Bolsonaro’s presidency, are things looking up in Brazil? This newsletter examines the current economic and political moment in Brazil and points out where opportunities lie for opportunistic global investors.
Corruption Crackdowns and Opportunistic Investments in Brazil
Large-scale corruption crackdowns in Brazil and growing disgust with traditional corrupt politicians drive a new direction in the country’s political order. As corruption works its way out of the system, unique opportunistic real estate investment opportunities arise for smart global investors.
Opportunistic Real Estate in Brazil: Senior Housing
The current Opportunistic Real Estate Investment opportunity in Senior Housing in Brazil resulting from Brazil’s shifting demographics, its rapidly aging population, and changes in work/life patterns.
